At a Glance
- Tasks: Prepare comprehensive client review packs and maintain accurate records using Intelligent Office (IO).
- Company: Join a successful financial planning business focused on high-quality client documentation.
- Benefits: Enjoy a salary from £26,500 with hybrid working options and training opportunities.
- Other info: The position is based in Manchester with a hybrid working model.
- Why this job: This role offers long-term career progression in financial services administration.
- Qualifications: Strong organisational skills and attention to detail are essential; experience in financial services is advantageous.
The predicted salary is between 26500 - 28000 £ per year.
An excellent opportunity has arisen for a highly organised and detail-focused individual to join a successful financial planning business as a Review Pack Coordinator. This role is ideal for someone who enjoys working with data, producing high-quality client documentation, and ensuring information is accurate and professionally presented. Previous experience within financial services is advantageous, particularly in preparing valuations, although full training can be provided for the right candidate.
Working closely with Financial Planners and support teams, you will play a vital role in preparing client review packs that form an essential part of the ongoing financial planning process.
The Role
As a Review Pack Coordinator, you will be responsible for producing comprehensive and accurate review packs for client meetings. Your attention to detail and commitment to quality will be crucial, as the information you prepare will be presented directly to clients by Financial Planners.
Key Responsibilities
- Preparing client valuations for review meetings, including obtaining information directly from providers and utilising electronic valuation feeds
- Updating and maintaining accurate client records on the Intelligent Office (IO) database
- Calculating Costs and Charges for the previous 12-month period
- Producing FE Analytics reports and Provider X-Ray reports
- Ensuring all documentation is accurate, complete and professionally presented
- Issuing completed review packs to Financial Planners within agreed timescales
- Maintaining high standards of record keeping and data accuracy
- Liaising with providers and internal teams where required to obtain information
About You
The successful candidate will possess:
- Excellent attention to detail and a high level of accuracy
- Strong organisational and administrative skills
- The ability to manage deadlines and prioritise workload effectively
- Good communication skills and a professional approach
- Strong IT skills and confidence working with databases and reporting systems
- Previous experience within financial services would be beneficial
- Experience preparing client valuations is preferred but not essential
- Experience using Intelligent Office (IO) would be advantageous but is not essential
What's on Offer?
- Salary from £26,500, dependent on experience
- Hybrid working arrangement (3 days office / 2 days home)
- Supportive and collaborative team environment
- Training and development opportunities
- Opportunity to join a growing and professional financial planning business
- Long-term career progression potential within financial services
This is a fantastic opportunity for an organised and meticulous individual looking to build a successful career within financial services administration and client support.
Apply today via NJR Recruitment or call quoting the reference NJR16794.
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.
Review Pack Coordinator employer: NJR Recruitment
Located in Manchester, this financial planning business offers a supportive team environment and opportunities for professional development. Employees benefit from a hybrid working arrangement and a focus on quality client service.
StudySmarter Expert Advice🤫
We think this is how you could land Review Pack Coordinator
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like NJR Recruitment. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from NJR Recruitment.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like NJR Recruitment. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Review Pack Coordinator
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in NJR Recruitment and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show NJR Recruitment how you can be a team player!
How to prepare for a job interview at NJR Recruitment
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with NJR Recruitment.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with NJR Recruitment's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
